Internal tools & workpaper applications.
For LF Advisory team members only.
Upload and reconcile payroll data. Export reports as PDF or Excel.
Review and edit past reconciliations by client. Indexed by period.
Amortise prepaid expenses by month, generate journals and track remaining balances.
Build HP & chattel-mortgage schedules, split current vs non-current liability and generate monthly journals. Excel & PDF export.
Upload the retention account GL and contacts, set job completion dates and get an aged retention report by supplier and due date. Excel & PDF export.
Upload the raw Xero management report pack and get the LF-styled workbook — with deterministic balance checks and an AI pre-release review.
Flux Property investor loans — register with repayment & compounding variations, daily interest accruals per month end and upcoming obligations. (Testing — will move to the client.)
Track recurring jobs, owners and due dates across the team. Shared, with a daily email digest.